Marie Winfield

Money Wise Independent Financial Advisers Ltd. provides wealth management and financial advisory services. It offers services to individuals, their families, business owners, trustees and deputies. The firm's services include advice during divorce, planning for later life care needs, inheritance tax, investment advice for trustees (to comply with the Trustee Act 2000), retirement planning, cash flow forecasting, and advice on investing court of protection and personal injury awards, alongside specialist solicitors and accountants. The company was founded in 1997 and is headquartered in Bath, the United Kingdom.

Fidelius Ltd., provides financial services. It offers wealth management and financial planning, pension and employee benefit arrangements, and insurance services. The company was founded in 1998 and is headquartered in Bath, the United Kingdom.

Fidelius Financial Holdings Ltd. engages in the provision of business support services. The company was founded on February 5, 2010 and is headquartered in Bath, the United Kingdom.